PPUPX
Principal LargeCap Growth I-R5
$19.11
-0.04 (-0.21%)
Currency in USD / Last Updated: 7/9/2024
Category | Large Cap Growth |
---|---|
Market Cap | 10525.081M |
52 Week High | 19.18 |
52 Week Low | 13.513 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
Symbol | PPUPX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 19.11 |
Price Yesterday | 19.15 |
Market Cap | 10,525.08 |
YTD Return | 18.55% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0085 |
Overview
52 Week High | 19.18 |
---|---|
52 Week Low | 13.51 |
Market Cap | 10,525.08M |
Shares Outstanding | 550.76M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 5.36% |
Short Term Dividend Yield | 0.08% |
52 Week Yield (All) | 5.45% |
Returns Annualized
One Day | -40.99% |
---|---|
Five Days | 147.36% |
One Months | 98.35% |
Three Months | 33.50% |
Six Months | 42.98% |
Nine Months | 46.95% |
One Year | 32.71% |
Three Years | 4.46% |
Five Years | 14.44% |
Ten Years | 14.39% |
YTD | 39.12% |
Since Inception | 11.64% |
Returns Total
One Day | -0.21% |
---|---|
Five Days | 1.81% |
One Month | 5.58% |
Three Months | 7.36% |
Six Months | 19.21% |
Nine Months | 33.02% |
One Year | 32.67% |
Three Years | 13.91% |
Five Years | 95.92% |
Ten Years | 282.35% |
YTD | 18.55% |
Since Inception | 908.44% |
Yearly Returns
2024 | 18.55% |
---|---|
2023 | 40.23% |
2022 | -34.17% |
2021 | 21.54% |
2020 | 35.76% |
2019 | 34.68% |
2018 | 3.45% |
2017 | 33.45% |
2016 | 0.76% |
2015 | 7.89% |
Risk against SP-DA
Alpha | -1.41% |
---|---|
Beta | 1.23 |
Correlation | 95.57% |
Downside Deviation | 3.22% |
Coefficient of determination | 91.34% |
Standard Deviation | 4.15% |
Sharpe Ratio | 0.28 |
Sortino | 1.24 |
Treynor | 22.19 |
Ulcer Index | 3.25 |
Ulcer Performance Index | 1.23 |